Company Earnings Update | August 9, 2017 Register for Free Access RALPH LAUREN (RL) Fiscal 1Q18 Results: Beats Consensus Estimates and Maintains GuidanceRalph Lauren reported 1Q18 adjusted EPS of $1.11, beating the consensus estimate of $0.95. Revenues decreased by 12.9%, to $1.35 billion from $1.55 billion in the year-ago period, beating the consensus estimate of $1.34 billion. Read More
Company Earnings Update | August 9, 2017 Register for Free Access Wayfair (W) 2Q17 Results: Beats on Revenue and EPS, Issues 3Q Guidance Above ConsensusWayfair reported 2Q17 adjusted EPS of $(0.26), ahead of the $(0.46) consensus estimate and up from $(0.43) in the year-ago period. Total revenues were $1.12 billion, up 42.7% year over year and above the consensus estimate of $1.06 billion. Read More
Company Earnings Update | August 9, 2017 Register for Free Access Michael Kors (KORS) Fiscal 1Q18 Results: Beats Expectations, Boosted by Better-than-Expected CompsMichael Kors reported fiscal 1Q18 revenues of $952.4 million, down 3.6% year over year and ahead of the $918.7 million consensus estimate. EPS was $0.80, beating the consensus estimate of $0.62. Read More
Company Earnings Update | August 9, 2017 Register for Free Access CVS Health (CVS) 2Q17 Results: Beats Consensus, Narrows Guidance RangeCVS Health reported 2Q17 adjusted EPS of $1.33, up 0.7% year over year and beating the $1.31 consensus estimate. Revenues were $45.7 billion, up 4.5% year over year, beating the $45.35 billion consensus estimate. Read More
Insight Report | August 8, 2017 Premium Amazon Pay Places: Amazon’s Next Conquest Could Be Mobile PaymentsThe US mobile payments market is highly fragmented, and leaders PayPal and Apple Pay have not yet achieved widespread public acceptance. US mobile payment platforms are hamstrung by hardware issues, proprietary systems and closed platforms as well as by a general lack of consumer enthusiasm. Read More
Deep Dive | August 5, 2017 Premium Alibaba Group: From Strength to Strength – An overview of the business units of the world’s largest e-commerce companyAlibaba was established in 1999 as a business-to-business (B2B) portal connecting Chinese manufacturers to overseas buyers. This report provides an overview of Alibaba’s different business segments, and how they all work together using its platforms and big data technology to enable small enterprises to compete more effectively. Read More
Company Earnings Update | August 4, 2017 Register for Free Access Adidas (ETR: ADS) 2Q17 Results: Company Raises Guidance Thanks to Strong ResultsAs announced preliminarily last week, Adidas reported stronger-than-expected revenue and profit growth for 2Q17. Revenues were up 20%, to €5,038 million. Revenues were up 19% on a constant-currency basis. EBIT grew by 18% and net income from continuing operations grew by 16%, to €347 million. Read More
Market Navigators/Market Outlook | August 4, 2017 Premium Reviewing Trends in the Global Fragrance MarketThis report analyzes the global fragrance market including market size, sales growth, segmentation, distribution channels and key trends. Read More
Analyst Corner | August 4, 2017 Register for Free Access Weekly Insights Aug 4, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how Walmart and JD.com are strengthening their partnership, including through the launch of a new shopping festival to be held on August 8. Read More
Deep Dive | August 3, 2017 Premium Deep Dive: Urban Lifestyles Driving Shifts in SpendingAcross the globe, more and more people are turning to city-center living. This trend spans developing economies and Western markets. In this report, we explore the trend’s impact on retail product categories and retail formats. Read More
Company Earnings Update | August 2, 2017 Register for Free Access Hanesbrands (HBI) 2Q17 Results: Company Meets Expectations, Reaffirms GuidanceHanesbrands reported 2Q17 adjusted EPS of $0.53, up 3.9% year over year and in line with the consensus estimate. Revenues were also in line with consensus, at $1.65 billion, up 11.8% year over year. Read More
Company Earnings Update | August 2, 2017 Register for Free Access Under Armour (UAA) 2Q17 Results: Company Lowers Outlook, Announces Restructuring Plan to Increase Digital Capability and Speed to MarketUnder Armour reported 2Q17 adjusted EPS of $(0.03), versus consensus expectations of $(0.06). Total revenues were $1.09 billion, ahead of the $1.08 billion consensus estimate, and were up 8.7% year over year. Read More
Flash Report | August 1, 2017 Register for Free Access Walmart and JD.com Expand Strategic Partnership in ChinaWalmart and JD.com, China’s largest e-commerce company by revenues, announced that they are expanding the strategic partnership formed last year by further integrating their respective platforms, supply chains and customer resources. Read More
Deep Dive | August 1, 2017 Premium Deep Dive: Adapting to Changing Media Consumption and the Digital Channel’s Influence on RetailConsumers’ media consumption preferences and habits have changed rapidly. In this report, we examine what these changes could mean for the retail sector. Read More
Company Earnings Update | July 31, 2017 Register for Free Access Adidas (ETR: ADS) Adidas 2Q17: Beats and Raises GuidanceAdidas pre-announced stronger-than-expected revenue growth for 2Q17. Revenues were up 20%, versus the 12% growth expected by analysts, and up by 19% on a constant-currency basis. Read More
